sector-centric portfolio construction
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 22, 2022 by Kyle Samani · across every show →
Everything said about sector-centric portfolio construction, oldest first
Jul 22, 2022 negative
Samani: Sector-based portfolio targets in venture capital are value-destructive
“I think it's extremely value destructive to do so because you can't know ahead of time what you, like, we could not forecast helium. It would not, if we had any constraints on what is in strike zone or not, then helium would have been out of strike zone.”